"I didn't notice that new company information had been added..."
"Honestly, checking the HubSpot management screen every time is a hassle..."
Have you ever felt this way? Missing data updates can lead to a time lag in understanding the latest information or cause issues by referencing outdated information.
That's why we recommend the system that automatically notifies Slack of HubSpot data!
For example, if a notification like "Company ○○ has been registered!" is promptly sent to Slack when a new customer is registered, you can immediately grasp the latest information, making sales activities smoother. This saves you the trouble of checking the HubSpot screen each time, improving work efficiency!
In this article, we introduce a method to easily build an automatic notification system without programming. You can set it up quickly without spending much time, so be sure to check it out until the end.
For those who want to try it as soon as possible
Yoom already has templates ready for integrating HubSpot and Slack. If you want to try it right away, click "Try it" on the banner below to get started!
When a new company is registered in HubSpot, notify Slack.
■Overview By using the workflow "Notify Slack when a new company is registered in HubSpot", you can achieve speedy information sharing. You can immediately grasp new companies, which is expected to prevent oversight.
■Recommended for ・Those who use HubSpot for customer management and sales activities ・Those who want to quickly grasp information when a new company is registered in HubSpot ・Those who use HubSpot across the sales team but find it cumbersome to share new registration information ・Those who use Slack as a communication tool ・Those who use Slack daily and want to quickly check new customer information
■Notes ・Please link both HubSpot and Slack with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
How to Automatically Notify Slack with HubSpot Data
There are various ways to automatically notify Slack with different types of HubSpot data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the template you're interested in and create a Yoom account to experience automatic notifications right away. Registration takes just 30 seconds, so feel free to give it a try!
Automatically Notify Slack with HubSpot Data
It is possible to automatically notify Slack with various HubSpot data. For example, when company information, contact information, or deal information is registered in HubSpot, that information can be timely notified to Slack. The big advantage of automatic notifications is that they help prevent sharing omissions and errors, allowing for smooth and accurate information sharing.
When a deal in HubSpot is updated to a specified stage, notify Slack.
■Overview Using the "Notify Slack when a deal is updated to a specified stage in HubSpot" workflow enables quick information sharing. Notifications are sent automatically, preventing any sharing omissions.
■Recommended for ・Those who use HubSpot for sales activities and customer management ・Those who manage deals with HubSpot but often miss important stage changes ・Those who want to quickly grasp deal stage changes and take the next action promptly ・Those who use Slack regularly and want to quickly share deal progress ・Sales managers who want to see team members' deal statuses at a glance
■Notes ・Please integrate Yoom with both HubSpot and Slack. ・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview By using the workflow "Notify Slack when a new company is registered in HubSpot", you can achieve speedy information sharing. You can immediately grasp new companies, which is expected to prevent oversight.
■Recommended for ・Those who use HubSpot for customer management and sales activities ・Those who want to quickly grasp information when a new company is registered in HubSpot ・Those who use HubSpot across the sales team but find it cumbersome to share new registration information ・Those who use Slack as a communication tool ・Those who use Slack daily and want to quickly check new customer information
■Notes ・Please link both HubSpot and Slack with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Automatically Send and Forward HubSpot Form Data to Slack
This flow automatically notifies Slack when a response is received on a HubSpot form. By being able to timely grasp form submissions, you can expect to speed up your response. This is recommended for those who want to quickly understand form submissions to achieve rapid customer response, or for those who want to catch business opportunities based on form submission information and achieve efficient marketing activities.
When a form is submitted to Hubspot, notify Slack.
Automatically Notify Slack with HubSpot Data under Specific Conditions
This flow automatically notifies Slack with HubSpot data that matches specific conditions. For example, it is possible to automatically notify Slack of changes in the deal stage promptly. By sharing deal progress in a timely manner and strengthening team collaboration, it supports more effective marketing activities.
Share on Slack when a deal stage in HubSpot is changed.
■Overview The "Share on Slack when HubSpot deal stage is changed" flow is a business workflow that streamlines communication for sales teams. When a deal stage is updated in HubSpot, a notification is automatically sent to Slack. This allows the entire team to understand the progress of deals in real-time and enables quick responses.
■Recommended for - Sales representatives managing deals using HubSpot - Team leaders who want to share information in real-time on Slack - Business owners looking to improve sales efficiency through deal progress visualization - IT personnel who want to automate operations by integrating multiple SaaS applications
■Notes - Please integrate Yoom with both HubSpot and Slack. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
Let's Create a Flow to Automatically Notify Slack with HubSpot Data
Let's get started on creating a flow that automatically notifies Slack with data from HubSpot! This time, we'll proceed with the setup using Yoom in a no-code manner! If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flow bot that "notifies Slack when a new company is registered in HubSpot". The creation process is broadly divided into the following steps.
Register HubSpot and Slack as My Apps
Copy the template
Set up HubSpot triggers and Slack automatic notifications
Set the trigger to ON and verify the operation
When a new company is registered in HubSpot, notify Slack.
■Overview By using the workflow "Notify Slack when a new company is registered in HubSpot", you can achieve speedy information sharing. You can immediately grasp new companies, which is expected to prevent oversight.
■Recommended for ・Those who use HubSpot for customer management and sales activities ・Those who want to quickly grasp information when a new company is registered in HubSpot ・Those who use HubSpot across the sales team but find it cumbersome to share new registration information ・Those who use Slack as a communication tool ・Those who use Slack daily and want to quickly check new customer information
■Notes ・Please link both HubSpot and Slack with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
First, log in to your Yoom account. If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps, then click .
2. A list of apps that can be integrated with Yoom will be displayed. You can also search for the app you want to register in My Apps by entering the app name in the search box!
Register My App with HubSpot
Let's quickly register HubSpot as a My App! Enter "HubSpot" in the search box, and when the HubSpot icon appears, click on it.
1. Click on "Sign in to your HubSpot account".
2. The login screen will appear, so log in to the account you want to integrate with Yoom. For detailed instructions on registering My Apps with HubSpot, please refer to the following link. How to Register My Apps with HubSpot
Register My App with Slack
Similarly, use the search function to find Slack and click on the Slack icon.
1. The login screen will appear, so enter the URL of the workspace you want to integrate with Yoom.
2. Select the channel to post to from the dropdown menu. Once you've selected the channel, click "Allow". For more details on registering My Apps with Slack, please refer to here.
Once My Apps registration is successful, a text like the one below will be displayed. Make sure that the HubSpot and Slack icons are displayed in the My Apps list.
Step 2: Copy the Template
Now, let's proceed with setting up the Flowbot! To make it easy to set up, we will use a template. Click on "Try it" in the banner below.
When a new company is registered in HubSpot, notify Slack.
■Overview By using the workflow "Notify Slack when a new company is registered in HubSpot", you can achieve speedy information sharing. You can immediately grasp new companies, which is expected to prevent oversight.
■Recommended for ・Those who use HubSpot for customer management and sales activities ・Those who want to quickly grasp information when a new company is registered in HubSpot ・Those who use HubSpot across the sales team but find it cumbersome to share new registration information ・Those who use Slack as a communication tool ・Those who use Slack daily and want to quickly check new customer information
■Notes ・Please link both HubSpot and Slack with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Clicking will automatically copy the template to your Yoom screen. ※The copied template will be stored in "My Projects".
Click "OK" to proceed with the setup!
Step 3: HubSpot App Trigger Setup
First, set up the app trigger so that when new company information is registered in HubSpot, the flowbot will automatically start. Click "When a new company is created" at the top of the template.
Select the HubSpot account to integrate with and choose "When a new company is created" as the trigger. Once the setup is complete, click "Next".
Set the trigger activation interval! You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest time you can set depends on the plan you are using, so it is reassuring to check in advance in this article.
Once the setup is complete, conduct a test. Register new company information in HubSpot. (For testing purposes, fictitious information such as "Test Corporation" or "Test Taro" is acceptable!)
After registration, return to the Yoom screen and click "Test". If the test is successful, the company information registered in HubSpot will be obtained as output as shown below. If you are wondering "What is output?", check the details from the link below. About Output
Once you have confirmed that the information is correctly obtained, click "Save".
Step 4: Set Up Automatic Notifications to Slack
Finally, set up automatic notifications to Slack for company information registered in HubSpot. Click "Send message to the channel".
Select the Slack account to integrate with and choose "Send a message to the channel" as the action. Once the setup is complete, click "Next".
Set each item.
Channel ID to Post: Click the input field to display candidates from the integrated account. Select the channel to notify from the displayed candidates.
Message Content: Click the edit field to display the output. Directly input standard sentences like "A new company has been created in HubSpot." and use the output for parts where you want to quote information obtained from HubSpot, such as "Company Name". Create messages freely according to your business content!
Once the setup is complete, click "Test" to confirm that the notification is actually delivered to Slack. After confirmation, please "Save".
Step 5: Turn on the Trigger and Check Operation
Thank you for your hard work! This completes all the settings. Once the setup is complete, a pop-up like the one below will be displayed. Click "Turn on the trigger" to start the flowbot and check if it operates correctly.
These were the steps to create a flowbot that notifies Slack when a new company is registered in HubSpot!
Other Automation Examples Using HubSpot and Slack
In addition to integration with Slack, it is possible to automate various tasks using HubSpot's API. If you are interested, please try these as well!
Convenient Automation Examples Using HubSpot
It is possible to automatically notify communication tools of HubSpot information or update HubSpot data based on information from other databases. Additionally, you can automatically create meetings based on HubSpot data and send details via email.
Add a note to HubSpot based on the content of an Outlook email
■Overview The workflow "Add a note to HubSpot based on Outlook email content" is a business workflow that automatically reflects information from emails received in Outlook to HubSpot.
■Recommended for ・Sales representatives who manually add Outlook-received emails to HubSpot ・Marketing or customer support representatives who want to efficiently manage communication with customers ・IT personnel who want to strengthen the integration between Outlook and HubSpot and automate operations ・Those who aim to reduce errors due to manual input and achieve accurate data management
■Notes ・Please link both Outlook and HubSpot with Yoom. ・Microsoft365 (formerly Office365) has home plans and general corporate plans (Microsoft365 Business), and there may be authentication failures if you are not subscribed to the general corporate plan. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful.
■Overview The flow 'Automatically create a Zoom meeting and send details via email when a new contact is created in HubSpot' is a business workflow aimed at streamlining sales and marketing operations. When a new contact is registered in HubSpot, Yoom automatically sets up a Zoom meeting and notifies the relevant personnel and contact via email with the details. This eliminates the need for manual meeting setup and information sharing, enabling quick communication. By leveraging the integration between HubSpot and Zoom, it supports the smooth progression of the entire sales process and contributes to improving team productivity.
■Recommended for ・Sales representatives managing customers using HubSpot ・Team leaders frequently conducting online meetings using Zoom ・Marketing personnel who want to automate the follow-up process for new contacts ・Small business owners burdened by the complexity and time consumption of manual meeting setups ・IT personnel looking to improve operational efficiency through the integration of HubSpot and Zoom
■Notes ・Please integrate Yoom with both HubSpot and Zoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
It is possible to automatically notify Slack with various data by integrating with a variety of useful tools. For example, you can automatically notify calendar events, database updates, cloud storage updates, and even task management tool information.
Notify on Slack when an issue is created on GitHub.
■Overview The "Notify Slack when a ticket reaches a specific status in Zendesk" workflow contributes to the acceleration of information dissemination. It automatically notifies important information, preventing any oversight in information awareness.
■Recommended for ・Those who use Zendesk for customer support operations ・Teams using Zendesk who often miss changes in ticket status ・Those who want to quickly grasp ticket status and efficiently proceed with support operations ・Those using Slack as a communication tool ・Those who use Slack daily and want to immediately understand the status of customer interactions ・Customer support managers who want to grasp the response status of team members at a glance
■Notes ・Please integrate both Zendesk and Slack with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Zendesk is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
■ Overview While simple, notifying stakeholders on Slack whenever a new file is uploaded to OneDrive is an important task. However, manual notifications are time-consuming and prone to delays or missed communications. By using this workflow, it detects file uploads to a specific OneDrive folder and automatically sends a notification to Slack immediately, smoothly resolving these issues.
■ Who we recommend this template for ・Those who want to integrate OneDrive and Slack to automate notifications related to file sharing ・Those who find manual notifications burdensome and want to prevent human errors such as missed communications ・Those who want to build a rapid information-sharing structure within the team and increase productivity
■ Notes ・Please connect both OneDrive and Slack with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. ・Due to app specifications, the file creation date and last updated date may not be the same, which may cause branching not to work correctly. ・For triggers, you can select an activation interval of 5, 10, 15, 30, or 60 minutes. ・The minimum activation interval varies by plan. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, the Flowbot operations you configure will result in errors. ・Paid plans such as the Mini plan are available with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
How was it? By automating notifications from HubSpot to Slack, your team's workflow will become much smoother. This reduces the "effort of checking" in daily tasks and facilitates information sharing. Additionally, it prevents omissions and input errors, allowing for accurate information sharing, which is a significant advantage.
With Yoom, what seems like a complex automation of notifications can be achieved effortlessly with no code. If you're wondering, "Can it really be set up in a short time?" or "What else can be automated?" please create a free account first. Registration takes just 30 seconds! Once registered, you can immediately experience setting up automation for various business processes.
The flow can be customized freely, so the possibilities are endless depending on your ideas! Please build the optimal automation flow that suits your company's operations.
Wouldn't you like to make your daily tasks easier and more efficient with Yoom? Feel free to try it out and experience the improvement in operational efficiency through automation!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
